Our ability as an independent financial planning firm to identify and utilize all-star investment strategies and money managers introduces the need for our clients to be able to view their accounts in one easy-to-use location. Guidance Capital Management Group has partnered with eMoney® to give you just that: a place to view your entire financial portfolio.
eMoney® is our comprehensive online investment tracking center. The site allows our clients to view not only their investments directly managed by Guidance Capital, but any accounts they may have elsewhere, such as a company 401(k) or checking and savings accounts at their bank.
In addition to allowing clients to view their various accounts, from investments to checking and savings accounts to even their mortgage, eMoney® provides clients with an online military grade encrypted Vault The Vault provides a secure, online location where clients can save their most important documents, including wills, power of attorney, and healthcare directives should anything ever happen to the client.
If you are an existing client and want to learn more about eMoney® and the many ways it contributes to the clarity and confidence that Guidance Capital brings, do not hesitate to reach out to a member of our team.
If you are not yet a client, and would like to learn more about eMoney® and the other services we provide, a member of our team is eager to talk to you in more detail about the system and other services provided.